Enable Forecast Users and Set Up a Forecasts Hierarchy

Learning Objectives

Enable Collaborative Forecasts Users

Lauren is getting closer to having Collaborative Forecasts set up for her team. But she still
needs to enable individual forecast users within each profile. Why? By enabling individual
users, she retains control over access to forecasts even though multiple groups might be using
the same profile.

For example, accounts payable clerks and sales managers are both assigned to the Standard User
profile, but at Rollings Tech, the accounts payable clerks don’t need access to forecasts.

You can enable forecast users on the All Users page or the Forecasts Hierarchy page. When you
enable users, they’re added to your forecasts hierarchy.

Lauren wants to enable Beverly Shaw on the All Users page.

From Setup, enter Users in the Quick Find box and select
Users.

Click Edit next to Beverly Shaw. (If you're following along in your
Trailhead Playground, you won't see Nigel's users listed.)

Under General Information, select Allow Forecasting and click
Save.

Set Up Your Forecasts Hierarchy

The forecasts hierarchy is a nested, expandable list of forecast users. It determines how
forecasts roll up within your company and who can view and adjust them. Your company’s role
hierarchy determines your role-based forecasts hierarchy. If you use Enterprise Territory
Management, your territory hierarchy determines your territory-based forecasts hierarchy.
Then you specify which users are forecast managers in each.

For example, let’s say that you enable Collaborative Forecasts for the following users.

One in the role Vice President, Sales

Two in the role Sales Manager, both reporting to the Vice President, Sales

You can see these users enabled in the role-based forecasts hierarchy within their
respective roles. But keep in mind, even though the Sales Manager role reports to the Vice
President, Sales, in the role hierarchy, the users in the Sales Manager role won’t automatically
report to the Vice President, Sales, in the forecasts hierarchy. You must enable a user in the
forecasts hierarchy to act as the forecast manager if you want that user to see their team
members’ or territories’ forecasts. Only one person at each level in the forecasts hierarchy can
be the manager at any one time.

Click Expand All to see the available roles. Each level of the
hierarchy has an Enable Users link at the end.

Click the Enable Users link on the Director of Channel Sales level,
select Henry’s name, and then click Add. (Your Trailhead Playground
doesn’t include users to add, but of course, your own org would.)

Click Save.

Henry’s now enabled as a forecast user. Next let’s enable a forecast manager: Nigel
Roberts.

On the Forecasts Hierarchy page, click Edit Manager next to VP of
Sales, and select Nigel’s name from the Forecast Manager picklist. (Remember, your Trailhead
Playground doesn’t have any forecast users enabled, so you won’t see the Edit Manager link or
the Forecasts Manager Assignment page that appears next.)

Click Save.

Nigel can now view and adjust the forecasts of people who report to him in the role-based
forecasts hierarchy. He can also jump to a team member’s forecasts by clicking the down arrow
next to his name and then entering a name in the search field.